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The information on this website is intended for institutional investors and/or consultants to institutional investors. It is published for informational purposes only. If you do not qualify as an institutional investor or consultant, the information shown on this site (which may include information about our investment strategies and products, market commentary and composite performance) may not be relevant or appropriate for you. An institutional investor means: (a) pension and profit-sharing plans qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (the “Code”), and the related trusts that are exempt from tax under Section 501(a) of the Code (except for any such plans that cover self-employed individuals), (b) governmental plans as defined in Sections 414(d) and 457(b) of the Code that provide retirement income benefits and that expressly and irrevocably provide in their governing documents that it is impossible for any part of the corpus or income of the plan to be used for, or diverted to, purposes other than for the exclusive benefit of its plan participants and their beneficiaries, (c) another collective investment fund that limits participation to assets of plans identified in (a) and (b) above, including any such trust that the Trustee maintains and that is intended to be a tax-exempt group trust under Rev. Rul. 81-100, (d) a separate account of an insurance company that limits participation to assets of plans identified in (a) and (b) above, (e) church plans, companies or accounts that are excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 and (f) any other pension plan, trust or other entity whose investment in the Trust would not jeopardize the Trust’s tax exemption under Section 501(a) of the Code, its treatment as a ‘group trust,’ as defined in Rev. Rul. 81-100 or its exemption from the registration requirements of the federal and state securities laws, all as the Trustee in its discretion determines. Notwithstanding anything to the contrary herein, any plan that qualifies as a Keogh plan (also referred to as an H.R. 10 plan) shall not be eligible to participate in the Trust.
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